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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,346 | $202,342-25.7% | $172,753-13.0% | $152,909-1.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.68% | 1029.88%-1011.2pp | 803.00%-784.3pp | 345.46%-326.8pp |
| Employer contribution / active EE | $5,822 | $5,857-0.6% | $5,144+13.2% | $4,764+22.2% |
| Participant deferral / active EE | $4,660 | $5,948-21.7% | $5,198-10.3% | $5,851-20.4% |
| Admin fee / account holder | $4,577 | $17,112-73.3% | $13,956-67.2% | $11,601-60.5% |